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BAYSHORE CAPITAL
TAMPA, FL
(813) 221-3400
SEC #801-60081Total AUM
$879.2M
Employees
12Clients
46Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1700 SOUTH MACDILL AVENUE
SUITE 340
TAMPA
FL 33629
United States
SUITE 340
TAMPA
FL 33629
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
(813) 221-3400
Financials
Total AUM
$879.2M
Accounts
38Discretionary
$782.3M
Accounts
37Non-Discretionary
$96.9M
Accounts
1
Clients
Individual Clients
1AUM
$1.3M
HNW Individual Clients
33AUM
$413M
Pooled Vehicle Clients
10AUM
$364.5M
Investment Advisor Clients
1AUM
$96.9M
Insurance Company Clients
1AUM
$3.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DATA FEED SERVICE FEES
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.